Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$255,576
-$6,402,125 QoQ
Shares Held
5,130
-96.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,271
of 1,678 holders
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealth Advisory Solutions, LLC holds $255,576 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
5,130 | $255,576 |
All Filings in TFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,576 | 5,130 | Shares | Sole | 2026-07-24 | |
| 2022-09-30 | $6,657,701 | 152,910 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $8,380,738 | 176,697 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $9,468,729 | 166,997 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $291,314 | 4,967 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||